Job Overview

Our client, a leading insurance organization in Eau Claire, is seeking skilled and motivated Benefits Account Managers. This position is ideal for professionals with a strong background in employee benefits who thrive in a collaborative, service-oriented environment. The Account Manager will work closely with a team of agents to deliver exceptional support to clients within either the group or individual benefits marketplace.

Key Responsibilities

• Serve as primary contact for day-to-day service issues
• Act as liaison between clients and carriers
• Track and manage open service items
• Quote, analyze, and compare health and ancillary products
• Manage renewal timelines
• Prepare proposals and insurance summaries
• Review policies and contracts for accuracy
• Maintain agency management system documentation
• Support producers with presentations
• Build strong client relationships through proactive communication

Role-Specific Focus

Employee Benefits Account Manager (Group)

• Manage employer-sponsored group health and ancillary plans
• Gather census and experience data
• Coordinate marketing and renewal strategy
• Assist with employee enrollment meetings

Benefits Account Manager (Individual)

• Support Individual, Marketplace, and Medicare clients
• Submit and track applications
• Maintain AHIP and carrier certifications
• Assist clients with plan comparisons and selections

Qualifications

• 3+ years of health insurance experience
• Experience in either group employee benefits or individual/Medicare products
• Strong knowledge of quoting tools and renewal processes
• Excellent communication and organizational skills
• Proficiency in Microsoft Office

License and Certification Requirements

• Valid Wisconsin driver’s license and an acceptable driving record.
• Current Life & Health Resident Intermediary license (or ability to obtain as required by the State of Wisconsin).

Benefits

• Paid Time Off (PTO)
• Health, Dental, and Vision Insurance
• Life and Disability Insurance
• Hands-on Training and Tuition Reimbursement
• Monday–Friday Work Schedule
• Career Growth Opportunities
• Retirement Plan
• Seniority Level
• Mid-Senior level